See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,267 | $93,024+14.2% | $77,024+38.0% | $134,475-21.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -23.44% | 62.60%-86.0pp | 42.32%-65.8pp | 417.96%-441.4pp |
| Employer contribution / active EE | $2,240 | $3,418-34.5% | $2,812-20.3% | $4,740-52.7% |
| Participant deferral / active EE | $9,965 | $5,238+90.2% | $4,426+125.1% | $6,400+55.7% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |